We have had issues in the past of some documents not uploading correctly (being corrupted), and it was a pain the track these documents down.

Has the ability for performance management (have not yet implemented). Quick and easy upgrades to software.

The slowness of the system is very problematic and causes my work to run inefficiently.

The app is obsolete and needs to be completely replaced.

My company uses encompass 360 on a daily basis. It's easy to learn and navigate through.

It's clearly shown what is what. I loved using this software while in my internship, I really learned a great deal.

Locks you into their vendors or you get charged excessively. In addition, it takes hiring one to two certified programmers to keep the programming running while paying excessively.

Encompass's ability to integrate with other programs and software is a huge benefit. To be able to access external sites and partners within this system is such a time saver.

Saddening to think we can so so many things in Home Loan Origination that make it easy on the consumer yet lack so severely in the development of a user-friendly LOS system.

There is a slight delay when saving information.

Very flexible and customer service is very good. They are very attentive to requests and are able to timely rectify problems with viable solutions.

I'm an IT professional who hates this antiquated software with a passion. The performance is horrible and has customer support to match.

Check out ALL your other options before buying it and consider what it will do to you LO's origination turn times and lost revenue.

Steer clear of Ellie Mae and Encompass at all costs. Save a friend heartache and tell them too.

Ellie mae has fantastic support for any questions or troubleshooting.

When searching for a new LOS system I used Encompass as my bass comparison and no one could match all the needs and wants that Encompass could.

Easy to evaluate all jobs/positions provide correct competencies for each job. Job descriptions/interview guides are also ready to print once you have completed the evaluation.

The features that are most impactful is the ability for all levels of the loan process to be able to work on a file without security issues.

Its been somewhat fun and entertaining trying to work around the countless inefficiencies of the product.

It's aged well, and we're currently going through an upgrade, so hopefully the functionality continues to improve. Decent value for the price, and volume that our bank pushes through it.

Overall, I feel the experience with Encompass is great. If they work on improving the slight bugs in their document uploading/storage, I think it would be an even better solution.

Very Slow - the system lags to load and login, it lags to get inside a new file and is slow overall.

I am not sure I have something I dont like. Maybe that in admin reports you have to keep building reports vs being able to use one report that just refreshes with data.

This is the best software for mortgages easy to use and user friendly.

I was very impressed with how easily this software handled the entire process of my mortgage application.

Overall, this is the tried and true platform that overall has a set of features that puts it ahead of the competition.

I've used several different LOS products and Encompass is by far the best and most versatile program out there.

Encompass is an easy to use software. I mostly use it to pull saved documents during HDMA reviews, but I am definitely a fan at how easy it makes the process.

It is complex and niche driven. It is very expensive so there isn't universal acceptance in the industry due to the barrier to entry for smaller shops.

It's pretty much the industry standard. Easy to use, easy to train on, decent online application process.

Ve used several different LOS products and Encompass is by far the best and most versatile program out there.

Some forms could not be edited while certain windows were opened, which was inconvenient.

Transitioning to Encompass is a total pain in the butt so add an additional 3-6 months to your integration window to get it set up.

Ease of use, accountability, incredible customer service, and reliability.

I worked with the executive to build a custom system and I love it. It’s working out extremely well.

Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software.

All of us in the company love this CRM. Very helpful and user-friendly.

They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs.

I really don't have a lot of bad experience with Shape Software.

I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to  file sharing easily accessible.

The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier.

The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner. The software is intuitive and easy for anyone to use.

Shape Software is intuitive, organized, customizable, and great for any sized company.

Shape software is easy to use, intuitive, and just the perfect software.

It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.

I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

I have had an amazing experience with the software and team behind this all.

I haven't really found anything I don't like about this program.

Overall, I am excited to continue using Shape. I believe it will streamline communications and records.

This a must in our business,  I couldn’t conduct business without the CRM, they have amazing support and training material.

Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support.

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.

Fast response, easy to use website, very easy to request a demo.

Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the portal to.

I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it.

This is the best CRM a mortgage company can use. And competitively priced too.

I like the way they organize their graphs. They make it super easy to understand trends.

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software.

US Dollar

Encompass, the industry’s most recognized loan origination system, gives lenders of every size access to everything they need to originate and close more loans, in less time, from any location. Be more responsive and deliver a better borrower experience with AI-driven, intelligent automation embedded throughout the system. And, with built-in compliance paperless document management, and next-generation data security, Encompass ensures that lenders and borrowers alike are prepared and protected.

Encompass allows any loan officer and underwriter to track loan applications throughout the whole origination process, arrange loan files systematically and utilize process automate to complete loan underwriting tasks in a matter of seconds. The solution lets users archive any loan file and keep track of closed loans. Additionally, firms can send automated emails to stakeholders, audit existing loans and use the compliance management system to ensure compliance with laws. Other features offered by the solution include document management, risk management, refinancing, loan appraisal, an integrated pricing engine and third-party documentation.

Encompass' Developer Connect provides access to open application programming interface (API), which helps lenders with application customization and integration. It is available on a monthly subscription basis and support is available via an online help desk and over the phone.


LongDescription

HUD Settlement Statements

Automated Decisioning/Underwriting

Electronic Signature

Client Database

Third Party Loan Origination

Loan Portfolio Management

Pipeline Management

Closing Documents

Lender Search

Loan Processing

Contact Management

Audit Trail

Loan Origination

Lead Management

Email Marketing

Compliance Management

Electronic Applications

Amortization Schedule

Loan Management

Residential Mortgages

Multi-Company

Marketing Automation

Pricing Management

Online Applications

Refinance Management

Customer Statements

Government Loans

Integrated Vendor Services

Customer Management

Direct Mail Management

For Borrowers

Pre-Qualification

Credit Reporting

Multi-Branch

Promissory Notes

Visual Presentation

Document Management

Web browser (OS agnostic)

Contact ICE Mortgage Technology for pricing details.

24/7 (Live Rep)

Chat

1000+

Encompass

In Person

Live Online

Webinars

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.


Shape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.


Shape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.


Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.



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